ITI Arbitrage Fund Regular vs UTI Arbitrage Fund compare
ITI Arbitrage Fund Regular - Growth
UTI Arbitrage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | ITI Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | ITI Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Low |
| Asset Size (Cr) | ₹47 Cr | ₹10720 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 09 Sep 2019 | 29 Jun 2006 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | % | 1110% |
| Expense Ratio | 0.93 | 0.74 |
| Manager | Vikrant Mehta | Deepesh Agarwal |
| ISIN Code | INF00XX01416 | INF789FB1RJ0 |
| Exits Load | ITI Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | UTI Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.45% | 0.4% |
| 6 Month | 2.72% | 2.83% |
| 1 Year | 6.43% | 6.55% |
| 3 Year | 6.71% | 7.2% |
| 5 Year | 4.94% | 5.83% |
SIP Return Analysis
| Scheme Name | ITI Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.34% | 1.43% |
| 1 Year | 5.79% | 6% |
| 3 Year | 6.59% | 6.87% |
| 5 Year | 5.91% | 6.51% |
Rolling Lumpsum Returns
| Scheme Name | ITI Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 3.64% | 6.81% |
| 3 Year | 4.35% | 6.7% |
| 5 Year | 4.5% | 6.94% |
Risk Management
| Scheme Name | ITI Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.41% | 0.68% |
| Sharp | -0.15% | 2.7% |
| Beta | - | 0.49% |
| Alpha | - | 0.47% |
Fund Managers
| Scheme Name | ITI Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Vikrant Mehta | Deepesh Agarwal |
| Total AUM | ₹698 Cr | ₹35015 Cr |
| Funds Managed | 8 | 9 |
| ITI Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
ITI Arbitrage Fund Regular - Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 28.31 | 25.51 |
| Large Cap | 40.04 | 50.61 |
| Mid Cap | 18.59 | 19.51 |
| Small Cap | 13.06 | 4.37 |
Sector Allocation
| Scheme Name |
ITI Arbitrage Fund Regular - Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 27.33 | 24.08 |
| Industrials | 9.98 | 4.57 |
| Financial Services | 33.28 | 29.36 |
| Basic Materials | 11.45 | 9.32 |
| Utilities | 1.26 | 1.41 |
| Real Estate | 0.85 | 1.95 |
| Technology | 11.87 | 4.04 |
| Consumer Cyclical | 3.97 | 8.87 |
| Energy | - | 3.77 |
| Healthcare | - | 4.09 |
| Consumer Defensive | - | 5.63 |
| Communication Services | - | 2.92 |
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